Optimize Wealth Management announced the recent addition of Senior Financial Planner, Dave Sagan to the firm. Dave has extensive experience helping families in the Jasper region for over thirty years.
“We are pleased to have another highly skilled and experienced planner like Dave join the Optimize team. We are confident that he will help us continue to provide a premier level of service to our clients,” said Matthew McGrath, Head of Advisory Channel and Corporate Development at Optimize Wealth.
At Optimize Wealth’s newest office in Jasper, Dave will provide clients with a comprehensive approach to financial planning, benefiting from the support of an experienced team of licensed portfolio managers to help achieve clients’ long-term financial goals.
“I’m thrilled to be joining Optimize,” said Dave Sagan. “The move ensures that my clients will benefit from robust portfolio management and a multi-family office platform from one of Canada’s leading portfolio management firms”.
About Dave Sagan
In his early 20’s, with a passion for everything financial, Dave sought opportunity in the Wealth Management and Insurance Industries.
Dave is proud to have founded Estate Financial Consultants Inc and to have many letters behind his name and many designations on his wall, but 35 years later he is most proud of the compassion and consideration that he has delivered to those that he has been fortunate enough to work with.
He is ever-present with:
- Interesting insurance opportunities,
- Institutional style investment initiatives,
- Tax considerations that are often overlooked by others, as well as
- Trust and estate planning concepts of significance and relevance.
Dave is grateful to be advising people from across Canada and at the same time he feels fortunate to be a resident of the small mountain town of Jasper. Dave’s home is only blocks from his office and he skis or plays golf almost every day with his wife Julie of 35 years.
Julie and Dave are living their dream of being young grandparents to three Lego building enthusiasts and sippy-cup superstars!
About the Optimize Wealth Advisor Platform
Optimize Wealth is an industry-leading Full Service Wealth Management Firm which has built a very Robust Advisor Platform whereby Advisors can provide their clients with a multi-family office service offering. We have in-house tax and will specialists that can prepare all of your clients’ tax returns as well as their wills. We also have Mortgage and Insurance specialists when needed and all of that augments our core Financial Planning and Portfolio Management services. We built our Advisor Platform with the belief that technology could make the financial management process simpler, more transparent, and more cost-effective for clients. It has quickly become clear to us that these services when provided alongside our in-house technology enables advisors and financial planners alike to deliver significant value to their clients well above the industry norms, which empowers them to grow their business exponentially.
Join Optimize Wealth: A firm built by Advisors, for Advisors
The financial services industry has seen a significant amount of change over the last two decades. What hasn’t changed is that ethical advisors are earnestly running wealth management practices centered on putting their clients’ interest first. Unfortunately, the growth initiatives and the seemingly endless bureaucratic and one-sided directives from many dealers have slowly put them at odds with this principle. Discover how we can work with you to break past your ceiling of complexity, simplify your business and unlock new opportunities. As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Advisors build a better business while providing your clients with expert financial advice. The major difference at Optimize Wealth is that we measure our Financial Advisors’ success based on how well they help their clients achieve their goals rather than based on how much commissions or revenues
they generate from their clients.
Looking to Grow Your Practice or Map Your Exit?
Whether you want to refine your client segmentation strategy, focus on niche markets, or define your own succession plan, we’re here for you. We’ll work with you to build scale in your business, implement proven growth strategies, maximize the value of your business, or map your exit plan. Through it all, we’ll help you ensure your clients continue to get the attention they deserve. Whether you are looking to grow or exit the business, we are looking for experienced financial professionals who want to make a positive impact in their clients’ financial futures at the same time as achieving their specific goals.
Financial professionals who want to see how they can map their exit or gain a major competitive edge from Optimize’s next generation multi-family office platform while benefiting from a premium advisor compensation structure should reach out to Matthew McGrath for a confidential discussion at (416)-907-6733 or email email@example.com.